Relative Value Risk

Performance

  • -43.0 %
    since 2018-02-14
  • -34.7 %
    1 Year
  • -18.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -60.7 %
    Maximum loss (to date)
  • -
    Risk factor
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Trading Idea

This portfolio follows relative value principles for absolute return. Relative value is associated with low volatility returns, however when conviction exists positions will be taken disregarding these principles (the risk). Expect greater volatility as timing will not be perfect and I am not always right, however also greater reward than a fully hedged position. This portfolio does take directional views and covers all asset classes and is more representative of how I personally invest. In the professional world I am known more for smooth P/L generation whilst this is at times highly opinionated trading albeit diversified. show more

Master data

Symbol
WF000RVR01
Date created
2018-02-14
Index level
High watermark
136.0

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-02-11

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis